WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.03M
3
+$7.97M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$7.04M
5
SH icon
ProShares Short S&P500
SH
+$5.33M

Top Sells

1
+$4.91M
2
+$4.21M
3
+$4.16M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$4.01M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.24M

Sector Composition

1 Technology 10.19%
2 Financials 6.23%
3 Consumer Discretionary 4.78%
4 Healthcare 4.59%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.33M 0.08%
27,022
252
$1.32M 0.08%
117,642
-1,393
253
$1.3M 0.07%
29,994
+1,458
254
$1.3M 0.07%
12,618
-159
255
$1.29M 0.07%
32,423
-1,957
256
$1.29M 0.07%
24,762
-3,220
257
$1.29M 0.07%
31,068
+741
258
$1.29M 0.07%
+31,573
259
$1.28M 0.07%
8,260
+160
260
$1.27M 0.07%
31,680
+3,039
261
$1.26M 0.07%
52,816
+32,892
262
$1.26M 0.07%
26,159
-2,443
263
$1.25M 0.07%
17,311
-8,124
264
$1.23M 0.07%
27,609
-373
265
$1.22M 0.07%
41,355
-6,445
266
$1.2M 0.07%
+34,856
267
$1.19M 0.07%
7,256
268
$1.19M 0.07%
6,685
+383
269
$1.19M 0.07%
48,032
+8,069
270
$1.18M 0.07%
41,560
+3,162
271
$1.18M 0.07%
12,335
+480
272
$1.18M 0.07%
33,399
+11,565
273
$1.17M 0.07%
16,695
+666
274
$1.16M 0.07%
12,679
-1,800
275
$1.16M 0.07%
4,847
+229
9 10
11
12 13